Yes, well yes and no. For all of our services there is a minimum, however one service we do offer is Beachside Chat, which is FREE!

Our CEO, Stoy Hall does, he is the CEO of Trinity Investment Firm and is paid as such, all disclosed in his disclosures.

Yes we can, specifically on the attorney and accountants stand point, currently we do not.

Absolutely not! No high priced mutual funds for this firm.

Nope!

Absolutely, that is our core offering, check out our Mahalo or Ohana services!

We offer assistance to our clients for goal setting, budgeting, investment review, education funding, retirement planning, and other financial planning & investment management topics. We provide assistance and strategies on tax planning, estate planning, and insurance needs but refer clients to trusted partners for implementation.

As listed on our site, our service costs are (subject to complex cases, of course) 1 on 1 consultation -$250 an hour, Aloha $3000 one-time, Mahalo $500 month subscription, Beachside FREE, VIP Day (one-time) Individuals $800, Couples $1,400, Business Owners $6,000, Ohana (Family office) $9,000 monthly

Our team consists Drake University, Northern Iowa, and College of Saint Benedict Graduates.

Collectively, our team has the following designations: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Certified Public Accountant (CPA).

Black Mammoth was founded July of 2020, our founder Stoy Hall, has been in the industry since 2011.

Negative!

We serve clients as a team. At Black Mammoth, you will have your main advisor, plus access via Slack to our entire team, thus always able to communicate when needed.

We require “discretionary” trading authority for any investment accounts managed by Black Mammoth through our custodian relationships with Schwab and Altruist. We do not require “discretionary” trading authority for investment advice related to employer retirement accounts (401k, 403b, etc.) or other outside accounts (529s, annuities, etc.).

We do take custody and have access to your assets if you are an Ohana client, our Family Office Services.

Of course, we do! Check out our Beachside Chat, with Stoy Hall, CFP®, every 2nd and 4th Tuesday at 7pm CST

FAQs

Do you have a minimum fee?

Does any member of your firm act as a general partner, participate in, or receive compensation from investments you may recommend?

Do you receive referral fees from attorney, accountants, insurance professionals, mortgage brokers, or others?

Do you receive ongoing income from any mutual funds that you recommend in the form of 12b(1) fees, trailing commissions, or other continuing payouts?

Are there financial incentives for you to recommend certain financial products?

Do you offer continuous, ongoing advice regarding my financial affairs, including advice on non-investment related financial issues?

Do you offer assistance with implementation of your recommendations?

How is your firm compensated and how is it calculated?

What is your educational backround?

What are your financial planning credentials/designations and affiliations?

How long have you been offering financial planning services?

Have you ever been cited by a professional or regulatory governing body for disciplinary reasons?

Who will I work with at Black Mammoth?

Do you take custody of, or have access to my assets? If you were to provide ongoing investment advisory services, do you require “discretionary” trading authority over my investment account(s)?

Do you have resources for free?